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Why Income Planning Matters More Than Growth

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Manage episode 517763212 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve spent decades focused on growing your money — but once you retire, the game completely changes.

In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts.

You’ll learn:
• The crucial difference between investment planning and income planning
• How to protect yourself from sequence-of-returns risk — the silent portfolio killer
• Why creating a “retirement paycheck” is more important than tracking daily market swings
• How to organize your money into short-term, mid-term, and long-term buckets for stability and growth
• The role of taxes and withdrawal order in maximizing retirement income
• How to build flexibility so your plan holds up in both good and bad markets

Because the real goal isn’t to have the biggest portfolio — it’s to have the most dependable lifestyle.

🎧 Tune in and learn how to turn your savings into an income plan that works as hard as you did.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 517763212 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve spent decades focused on growing your money — but once you retire, the game completely changes.

In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts.

You’ll learn:
• The crucial difference between investment planning and income planning
• How to protect yourself from sequence-of-returns risk — the silent portfolio killer
• Why creating a “retirement paycheck” is more important than tracking daily market swings
• How to organize your money into short-term, mid-term, and long-term buckets for stability and growth
• The role of taxes and withdrawal order in maximizing retirement income
• How to build flexibility so your plan holds up in both good and bad markets

Because the real goal isn’t to have the biggest portfolio — it’s to have the most dependable lifestyle.

🎧 Tune in and learn how to turn your savings into an income plan that works as hard as you did.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

48 episodes

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